Planned Giving


Would you like to leave a legacy? Planned giving may be the answer for you. Consult your financial advisor to see what best meets your needs.

Below are some types of planned gifts:

•  Bequests
•  Charitable Gift Annuities
•  Charitable Remainder Unitrusts, Trusts, or Annuities
•  Charitable Lead Trusts or Annuities

These gifts can be funded with assets, such as: securities, business interests, cash, life insurance, personal property, real estate, and/or retirement plans.